Individual Tax Services 

We provide professional individual tax filing services for employees, self-employed individuals, families, and taxpayers with more complex filing situations. Whether you have W-2 income, 1099 income, investment income, or need help with prior-year returns, we are here to help you prepare and file accurately and on time.

Who We Help

We help a wide range of individual taxpayers, including:

  • Employees with W-2 income
  • Self-employed individuals
  • independent contractors with 1099 income
  • Families with dependents
  • Taxpayers with multiple income sources
  • First-time filers
  • Taxpayers who missed prior-year filings
  • Individuals who received IRS letters or notices
  • Taxpayers with education, mortgage interest, or medical expense questions

 

What We Can Help With

Our individual tax services may include:

  • Annual federal individual income tax returns
  • State income tax returns, when required
  • W-2 and 1099 income reporting
  • Self-employment income and expense reporting
  • Dependents and child-related tax questions
  • Education-related tax documents 
  • Mortgage interest and property tax review
  • Estimated tax guidance
  • Prior-year unfiled tax returns
  • IRS letters and notice assistance
  • Extension filing support

 

Common Filing Situations

We can help with many common individual tax situations, such as:

  • Only having a W-2
  • Having multiple W-2s
  • Receiving 1099-NEC or 1099-K income
  • Having self-employment or side business income
  • Claiming dependents
  • Filing after marriage or divorce
  • Handling prior-year unfiled returns
  • Responding to IRS notices
  • Filing an extension when more time is needed

 

What Documents You May Need

The documents needed for individual tax filing may vary, but commonly include:

  • Photo ID
  • Social Security numbers or ITINs for all taxpayers and dependents
  • Prior-year tax return, if available
  • W-2 forms
  • 1099 forms
  • 1098 forms, including mortgage or tuition statements
  • Records of self-employment income and expenses
  • Health insurance information, if applicable
  • IRS or state tax notices, if received
  • Bank account information for direct deposit or payment, if needed

 

IRS / State Tax Notices

We help a wide range of clients, including:

  • Individuals who received IRS letters
  • Taxpayers who received state tax notices
  • Small business owners with tax notice questions
  • Clients with balance due notices
  • Taxpayers with penalty or interest notices
  • Businesses with payroll tax notices
  • Businesses with sales tax or franchise tax notices
  • Clients with prior-year filing issues
  • Individuals or businesses who are unsure how to respond to a notice

 

Need Help With Your Individual Tax Return?

 

Contact us to discuss your filing needs. We are happy to help with current-year returns, prior-year returns, extensions, and IRS notice questions.